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Portfolio (Quarterly) Guide ↗

Fullerton Advisors, LLC

· CIK 0002108355
13F Portfolio $107M AUM 54 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 25 Added 19 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIG VANGUARD SPECIALIZED FUNDS 35,646.0 $8.4M 7.89% -1K -3.2% $236.62 +3.2%
2 SPTM SPDR SERIES TRUST 46,255.0 $4.2M 3.93% -14K -23.9% $90.79 +2.4%
3 VXF VANGUARD INDEX FDS 14,465.0 $3.6M 3.33% -138.0 -0.9% $246.20 -0.9%
4 FQAL FIDELITY COVINGTON TRUST 36,375.0 $3.0M 2.77% -8K -17.6% $81.36 +4.0%
5 VOO VANGUARD INDEX FDS 3,594.0 $2.5M 2.31% -183.0 -4.8% $686.75 +2.5%
6 FBND FIDELITY MERRIMACK STR TR 44,170.0 $2.0M 1.88% -5K -9.6% $45.49 -0.7%
7 SPDW SPDR INDEX SHS FDS 35,468.0 $1.8M 1.67% -2K -5.2% $50.39 +3.8%
8 FIDI FIDELITY COVINGTON TRUST 51,119.0 $1.4M 1.31% -363.0 -0.7% $27.37 +8.4%
9 VGSH VANGUARD SCOTTSDALE FDS 20,799.0 $1.2M 1.13% -2K -9.4% $58.20 -0.0%
10 SGOV ISHARES TR 9,559.0 $962K 0.90% -5K -34.2% $100.67 -0.0%
11 GOOG ALPHABET INC 1,511.0 $534K 0.50% -698.0 -31.6% $353.25
12 JNK SPDR SERIES TRUST 4,607.0 $444K 0.41% -69.0 -1.5% $96.37 -0.2%
13 RKT ROCKET COS INC Financial Services 24,151.0 $380K 0.36% -3K -11.1% $15.75 -9.2%
14 NVDA NVIDIA CORPORATION Technology 1,785.0 $357K 0.33% -2K -47.8% $200.09 +6.5%
15 SPMD SPDR SERIES TRUST 4,567.0 $309K 0.29% -197.0 -4.1% $67.56 -1.2%
16 SHM SPDR SERIES TRUST 6,182.0 $297K 0.28% -461.0 -6.9% $47.97 -0.4%
17 BOTZ GLOBAL X FDS 7,374.0 $280K 0.26% -75.0 -1.0% $37.94 -5.5%
18 AMZN AMAZON COM INC Consumer Cyclical 1,091.0 $260K 0.24% -83.0 -7.1% $238.34 +9.5%
19 WDAY WORKDAY INC Technology 2,022.0 $248K 0.23% -190.0 -8.6% $122.42 +58.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 67.0%
Consumer Cyclical 14.9%
Communication Services 10.6%
Financial Services 7.6%